M&T Bank
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M&T Bank’s Otis Worldwide OTIS Stock Holding History

M&T Bank’s Portfolio OTIS Stock Details OTIS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$11.3M Sell
146,635
-1,428
-1% -$125K 0.04% 267
2025
Q4 		$12.9M Sell
148,063
-5,022
-3% -$449K 0.04% 255
2025
Q3 		$14M Sell
153,085
-4,490
-3% -$408K 0.05% 238
2025
Q2 		$15.6M Sell
157,575
-22,655
-13% -$2.19M 0.05% 228
2025
Q1 		$18.6M Sell
180,230
-6,931
-4% -$677K 0.07% 207
2024
Q4 		$17.3M Buy
187,161
+3,177
+2% +$319K 0.06% 214
2024
Q3 		$19.1M Buy
183,984
+18,536
+11% +$1.77M 0.06% 212
2024
Q2 		$15.9M Buy
165,448
+13,273
+9% +$1.28M 0.05% 234
2024
Q1 		$15.1M Sell
152,175
-2,016
-1% -$186K 0.05% 248
2023
Q4 		$13.8M Sell
154,191
-3,399
-2% -$283K 0.05% 266
2023
Q3 		$12.7M Sell
157,590
-5,085
-3% -$435K 0.05% 272
2023
Q2 		$14.5M Sell
162,675
-8,259
-5% -$696K 0.05% 265
2023
Q1 		$14.4M Buy
170,934
+1,848
+1% +$153K 0.06% 265
2022
Q4 		$13.2M Sell
169,086
-5,678
-3% -$419K 0.05% 268
2022
Q3 		$11.2M Buy
174,764
+8,762
+5% +$641K 0.05% 272
2022
Q2 		$11.2M Buy
166,002
+8,542
+5% +$629K 0.05% 243
2022
Q1 		$12.1M Buy
157,460
+1,859
+1% +$149K 0.05% 248
2021
Q4 		$13.5M Sell
155,601
-4,099
-3% -$343K 0.06% 228
2021
Q3 		$13.1M Sell
159,700
-7,661
-5% -$674K 0.06% 233
2021
Q2 		$13.7M Sell
167,361
-5,943
-3% -$457K 0.06% 227
2021
Q1 		$11.9M Sell
173,304
-9,421
-5% -$616K 0.05% 246
2020
Q4 		$12.3M Sell
182,725
-7,011
-4% -$455K 0.05% 232
2020
Q3 		$11.8M Sell
189,736
-22,301
-11% -$1.36M 0.06% 225
2020
Q2 		$12.1M Buy
+212,037
New +$11M 0.06% 211

Other funds holding OTIS

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

M&T Bank's OTIS Position: Q1 2026 in Review

M&T Bank reduced its Otis Worldwide (OTIS) stake by 0.96% in Q1 2026, selling an estimated $125K and leaving 146,635 shares worth $11.3M. The position accounts for 0.04% of the portfolio, ranked #267.

M&T Bank first reported a position in OTIS in Q2 2020 and has held it in 24 quarters since. The position peaked at $19.1M in Q3 2024. 1,235 funds tracked by Wall St. Rank hold OTIS as of Q1 2026.

  • M&T Bank held 146,635 shares of Otis Worldwide worth $11.3M as of Q1 2026.
  • M&T Bank sold 1,428 Otis Worldwide shares in Q1 2026, an estimated $125K.
  • Otis Worldwide made up 0.04% of M&T Bank's portfolio in Q1 2026, its #267 holding.
  • M&T Bank first reported a position in Otis Worldwide in Q2 2020 and has held it in 24 quarters since.
  • M&T Bank's Otis Worldwide position peaked at $19.1M in Q3 2024.
  • 1,235 funds tracked by Wall St. Rank held Otis Worldwide as of Q1 2026.

Based on M&T Bank's 13F filing for Q1 2026, filed 12 May 2026.